ASML’s planned Low-NA EUV machine price hikes reportedly frustrate TSMC — lithography machine maker comes knocking to make bank on TSMC’s profitable fabs, potentially costing the Taiwanese chipmaker billions
 ASML’s planned Low-NA EUV machine price hikes reportedly frustrate TSMC — lithography machine maker comes knocking to make bank on TSMC’s profitable fabs, potentially costing the Taiwanese chipmaker billions

ASML says that the increased productivity of its Low-NA EUV tools gives it an option to increase the prices of these scanners in the future. The move may have a drastic effect on TSMC’s future expansion plans, as the foundry made a big bet on existing lithography systems.

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TSMC confirms significant yield and performance improvements in A14 update — strong interest from AI/HPC and smartphone customers
 TSMC confirms significant yield and performance improvements in A14 update — strong interest from AI/HPC and smartphone customers

TSMC’s A14 process technology progresses faster than N2 at this stage of development as developers of both client and AI/HPC plan to use it.

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Florida man arrested after allegedly stealing $220,000 in crypto using malware hidden in Steam Games — 8,000 devices infected

Federal agents arrested 21-year-old Zyaire Dontaevious Zamarion Wilkins of North Lauderdale, Florida, on Tuesday.

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AI data centers must produce as much power as they use, Australia PM says — new national AI framework will also ensure water efficiency and protect intellectual property rights

Australian Prime Minister Anthony Albanese announced the “Australian Standards for A.I.,” which will serve as a national framework for data center developments related to AI. The government plans to set this legislative agenda as more AI hyperscalers are setting their sights on the country for its vast land and abundant renewable energy sources.

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China’s 2.8-trillion-parameter Kimi K3 beats Claude Fable 5 in Frontend Code Arena benchmark— Moonshot AI delivers largest open-weight AI model ever, as China works around U.S. compute limits
 China’s 2.8-trillion-parameter Kimi K3 beats Claude Fable 5 in Frontend Code Arena benchmark— Moonshot AI delivers largest open-weight AI model ever, as China works around U.S. compute limits

Beijing-based Moonshot AI has released Kimi K3, a 2.8 trillion parameter model that the company describes in its technical blog as the world’s first open 3T-class system.

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ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements
 ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements

ASML’s comments point to intentions to increase prices, though the company is expected to maintain its value-based approach to price setting. Yet, TSMC is reportedly unhappy about the potential plan.

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Robot vacuum flaw lets one stolen certificate run root commands on other Shark robovacs in the same AWS region — unpatched flaw exposes live camera feeds, stored home maps, and Wi-Fi credentials
 Robot vacuum flaw lets one stolen certificate run root commands on other Shark robovacs in the same AWS region — unpatched flaw exposes live camera feeds, stored home maps, and Wi-Fi credentials

The problem is an over-permissive AWS IoT policy.

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Neural atom quantum computing roadmap — how laser-cooled trapped atoms could pave the path beyond physical qubit counts
 Neural atom quantum computing roadmap — how laser-cooled trapped atoms could pave the path beyond physical qubit counts

Neural Atom Quantum Computing is a rapidly accelerating part of the Quantum puzzle. Featuring software-defined configurable arrays, qubits can be physically moved mid-computation, and this roadmap highlights three leading companies, QuEra, Atom Computing, and Pasqal, who operate within the space.

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Tower Semiconductor revives shuttered Panasonic-era fab in $3 billion Japan photonics expansion — METI-backed plan targets $3.6 billion revenue by 2028

Tower Semiconductor has announced a dual-track expansion of its 300mm silicon photonics, silicon germanium, and advanced packaging operations in Japan

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Elon Musk spent estimated $1 billion on an energy company to power xAI, filings reveal — APR Energy owns a fleet of trailer-mounted gas and diesel turbines capable of generating more than 1 gigawatt

An FTC document revealed that Elon Musk purchased APR Energy, a mobile natural gas and diesel turbine generator provider, for an estimated $1 billion. The deal wasn’t announced publicly and was only discovered after the FTC filing.

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